IFU
WBS

iSAM Funds (UK)’s Webster Financial WBS Stock Holding History

iSAM Funds (UK)’s Portfolio WBS Stock Details WBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-13,779
Closed -$867K – 463
2025
Q4 		$867K Buy
+13,779
New +$818K 0.31% 97
2025
Q3 		– Sell
-33,307
Closed -$1.82M – 833
2025
Q2 		$1.82M Buy
+33,307
New +$1.66M 0.4% 79
2025
Q1 		– Sell
-4,012
Closed -$222K – 431
2024
Q4 		$222K Buy
+4,012
New +$220K 0.16% 222
2023
Q4 		– Sell
-20,386
Closed -$822K – 358
2023
Q3 		$822K Buy
20,386
+10,327
+103% +$439K 0.52% 69
2023
Q2 		$380K Buy
+10,059
New +$371K 0.34% 118

Other funds holding WBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return

iSAM Funds (UK)'s WBS Position: Q1 2026 in Review

iSAM Funds (UK) sold out of Webster Financial (WBS) in Q1 2026, closing a stake of 13,779 shares — an estimated $867K sold.

iSAM Funds (UK) first reported a position in WBS in Q2 2023 and held it in 5 quarters. The position peaked at $1.82M in Q2 2025. 540 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • iSAM Funds (UK) reported no remaining Webster Financial position as of Q1 2026 after selling out during the quarter.
  • iSAM Funds (UK) sold 13,779 Webster Financial shares in Q1 2026, an estimated $867K.
  • iSAM Funds (UK) first reported a position in Webster Financial in Q2 2023 and held it in 5 quarters.
  • iSAM Funds (UK)'s Webster Financial position peaked at $1.82M in Q2 2025.
  • 540 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on iSAM Funds (UK)'s 13F filing for Q1 2026, filed 13 May 2026.